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Introduction
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About Honey & Money Course
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Your Trainer: Harsh Vardhan Dawar
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Your Trainer: Akruti Agarwal Iyer
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About Wealth Café
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Session 1 - Money Date
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Lets start with a 'Money Date'
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Honey & Money Activities
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Session 2 - Managing your Cash Flows
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1Q. What kind of a couple are you?
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2Q. Which one of you should be in charge?
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3Q. How much should you save as a couple?
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4Q. How many bank accounts should a couple have?
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5Q. What is ‘We’ Money and ‘Me’ Money?
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Tool 1 - Know your 'We Money' & 'Me Money'
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6Q. Between you and your spouse’s bank accounts how should you save and invest?
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7Q. How much should you contribute towards your ‘WE’ expenses?
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8Q. Is it advisable to keep your finances separate from your spouse?
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9Q. What to do if you change your name post marriage?
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Concluding the Cashflow session
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Session 3 - Taxability of transactions with family
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Getting started with Taxation
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1Q. Should you invest in the name of your spouse?
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2Q. Can you receive gifts from your in-laws?
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3Q. Will you have to pay taxes on gifts received?
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4Q. When can you receive gifts from “non-relatives” and not pay taxes?
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5Q. How can you reduce your taxes as a couple?
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Concluding Taxation session
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Session 4 - Managing your Liabilities
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Getting started with Debt Management
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1Q. How to manage pre-marriage loans that you or your spouse have?
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2Q. How can you benefit from a credit card?
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3Q. How can you maximise the use of your credit card as a couple?
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4Q. How to make the most of your reward points?
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Concluding Debt session
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Session 5 - Start your Investments together
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Introduction to Investments
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1Q. Where should you invest your money?
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2Q. How do you set goals as a couple?
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3Q. How should you invest to achieve your goals?
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4Q. How do you know your investor profile?
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Tool 2 - Risk Profile Tool
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5Q. How do you invest for your 'We goals' and 'Me goals'?
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Tool 3 - Goal Setting Tool
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Tool 4 - Retirement Tool
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Tool 5 - Asset Allocation Tool
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6Q. When and why should you consult a financial advisor?
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Concluding the session
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Session 6 - Build a safety net
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Start Building the Safety Net
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1Q. How can we be ready for a financial emergency?
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2Q. How do the health insurance needs changes after marriage?
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3Q. Should you relook at the amount of life cover you have?
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4Q. What is the role of an accident policy?
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Concluding the session
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Session 7 - Case study of #2states couple
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Know the #2States Couple
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1Q. How do the #2StateCouple manage their cash flows and reduce taxes?
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2Q. How the #2StateCouple make the most of their credit cards?
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3Q. How the #2Statescouple optimise their insurances?
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4Q. How the #2StateCouple set their goals and the investment plan?
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What is the net worth of #2states couple?
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Session 8 - Case study a #2BEMARRIED couple
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Financial Plan of a #2BEMARRIED couple
Preview - Honey & Money
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